secwatch.observer — SEC 8-K summary
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Issuer:     Serve Robotics Inc. /DE/ (SERV)
CIK:        0001832483
Form:       8-K
Filed at:   2026-05-07T23:59:59+00:00
Accession:  0001832483-26-000017
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Serve Robotics Q1 revenue $3.0M (+238% QoQ, +578% YoY); reaffirms FY2026 guidance ~$26M
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- Revenue of $3.0M, up 238% sequentially and 578% YoY, ahead of plan.
- Gross margin improved; software services ~1/3 of revenue, recurring base expanding.
- Reaffirmed FY2026 revenue guidance ~$26M; Non-GAAP opex $160-170M.
- Fleet of ~2,000 robots; Daily Active Robots 812 (up from 547 in Q4, 73 in Q1 2025).
- Cash $197.4M as of March 31, 2026; 76M shares outstanding.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1832483/000183248326000017/0001832483-26-000017-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1832483/000183248326000017/serv-20260507.htm
  HTML page:      https://secwatch.observer/filing/0001832483-26-000017

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer